Tool 5: A Planning Timeline and Checklist
This section provides details regarding tasks and timeframes. In total, the pre-forum planning can take between 7-10 months. We suggest you review it as a whole and then determine who will be responsible for what and by when. It can be used as a checklist as you go through your planning and implementation process.
Tasks
Who is Responsible?
PRE-PLANNING--1-2 months and includes:
✔ Assemble planning team ✔ Do the literature review to ground the content, better understand the issue and identify local connections ✔ Develop your key informant questionnaire/focus group questions; take through Internal Review Board if necessary ✔ Conduct informant interviews or focus groups to help frame the issue and identify potential forum invitees. As you make the appointments to interview, provide them with a short background document to engage them. Give them the timeframe for the proposed interview and the main questions you expect to cover. Take notes and/or ask to record your conversation. ✔ Determine your budget See Tool 4 - Forum Budget Template and find funding PLANNING — 6-8 months and includes: Form planning committee and includes tasks such as: ✔ Monthly meetings with planning committee ✔ Develop the event agenda ✔ Determine forum activities that will engage community members ✔ Identify and schedule a venue ✔ Identify and schedule speakers – both dignitaries and content experts ✔ Develop the PowerPoint presentations ✔ Develop the 5 case studies (depending on number of attendees) ✔ Engage a local Strategic Doing™ expert (https://strategicdoing.net/) ✔ Determine the Strategic Doing™ Breakout group focus sub - topics Continued on next page
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